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Franklin Templeton Investment

We'll help you make fact-based business decisions.

Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

U.S. Individual Annuity Market

Apr 15, 2025

Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q4 2024 Glimpse.

Annuity Buyer Metrics

Aug 20, 2021

An annual buyer study providing insight into who is buying annuities and why they are turning to individual annuity products.

Predicting and Preventing Variable Annuity Surrenders (2018)

Oct 3, 2018

The latest paper from LIMRA’s Center of Excellence for Analytics lays out our full findings on how companies can predict and prevent variable annuity surrenders.

2025 BEAT Study: Benefits and Employee Attitude Tracker

Jun 17, 2025

Explore employees' attitudes and opinions about workplace benefits and employment in general.

Your Member Relations Director

Featured Conference

Retirement Industry Conference

This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry.

Featured Publications

SRI® Review

Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends.

Industry news2use

This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA and LOMA resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.

Your Contact at LIMRA

Patty Uricchio

Member Relations Director

Work Phone: (860) 285-7887

PUricchio@limra.com

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